Creative Planning’s SPDR S&P Russia ETF RBL Stock Holding History

Creative Planning’s Portfolio RBL Stock Details RBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-100	Closed	-$2K	–	5134
2017 Q1	$2K	Buy	+100	New	+$2.02K	﹤0.01%	4390

Other funds holding RBL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

Creative Planning's RBL Position: Q2 2017 in Review

Creative Planning sold out of SPDR S&P Russia ETF (RBL) in Q2 2017, closing a stake of 100 shares — an estimated $2K sold.

Creative Planning first reported a position in RBL in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 18 funds tracked by Wall St. Rank hold RBL as of Q2 2017.

Creative Planning reported no remaining SPDR S&P Russia ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 100 SPDR S&P Russia ETF shares in Q2 2017, an estimated $2K.
Creative Planning first reported a position in SPDR S&P Russia ETF in Q1 2017 and held it in 1 quarter.
Creative Planning's SPDR S&P Russia ETF position peaked at $2K in Q1 2017.
18 funds tracked by Wall St. Rank held SPDR S&P Russia ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.